Tag : customer relationships

Life insurance industry unprepared for $7.8 trillion wealth transfer to beneficiaries by 2040
Finance Fintech

Life insurance industry unprepared for $7.8 trillion wealth transfer to beneficiaries by 2040

Business Wire
by Business Wire091
60% of individuals aged 65 or older have not sought professional financial advice to prepare for retirement or to transfer their wealth Three-in-four consumers are interested in innovative life insurance offerings to help them age well, but insurers lack the product development capabilities The Capgemini Research Institute’s World Life Insurance......
NCR Helps First Bank Evolve Self-Service Banking with Branch Transformation and Allpoint Network
Banking News

NCR Helps First Bank Evolve Self-Service Banking with Branch Transformation and Allpoint Network

Business Wire
by Business Wire0127
NCR Corporation, a leading enterprise technology provider, announced that $6.6 billion-asset First Bank has joined NCR’s Allpoint Network, allowing customers to easily access and deposit cash at trusted retail locations across the country. NCR also enabled First Bank to transform its branches through the addition of almost 200 NCR Interactive Teller Machines (ITMs), bringing......
Salesforce Launches Starter Suite, Simplifying CRM for Small Businesses
Business News

Salesforce Launches Starter Suite, Simplifying CRM for Small Businesses

Fintech News Desk
by Fintech News Desk0132
Starter brings sales, service, and marketing capabilities together in a simple, out-of-the-box experience to help SMBs find, win, and keep customers Salesforce announced general availability of Starter, a simple all-in-one CRM app bringing sales, service, and marketing capabilities together to help small and growing businesses manage customer relationships, centralize key data, and grow......
How Lending Enablement Solutions Improve Auto Lenders’ Financial and Portfolio Growth
Guest Posts Lending

How Lending Enablement Solutions Improve Auto Lenders’ Financial and Portfolio Growth

Matt Roe
by Matt Roe0256
The automotive lending industry is facing a unique convergence of challenges, including tightened lending conditions, reduced credit availability, and historically high vehicle prices. Despite these obstacles, emerging Lending Enablement Solutions are helping financial institutions expand their borrower base, increase loan volume, and improve return on assets (ROA) while mitigating risk.......
GTCFX, UAE's Leading STP Broker Onboards Optimove as CRM Marketing Solution to Strengthen Customer Relationships
News Trading

GTCFX, UAE’s Leading STP Broker Onboards Optimove as CRM Marketing Solution to Strengthen Customer Relationships

PR Newswire
by PR Newswire0214
The UAE’s #1 online-trading brand partners with the retention marketing leader to scale marketing personalization and Customer-Led Marketing  GTCFX, the multi-regulated online brokerage house, announced a new partnership with Optimove, the first Customer-Led Marketing platform. The collaboration is indicative of Optimove’s rapid expansion into the trading and financial services industries.......
Everyware Partners with Sunbit to Release Popular Pay-Over-Time Payment Solution
Fintech News

Everyware Partners with Sunbit to Release Popular Pay-Over-Time Payment Solution

PR Newswire
by PR Newswire0170
Everyware, a leading customer engagement, billing, and payments company, and Sunbit, the company building financial technology for everyday expenses, have joined forces to make the popular Pay-Over-Time integration available to clients, now in the form of Pay By Text where payments can be conveniently, quickly, and safely processed. The solution enables more companies......
New Startup Launches World's First Communication Channel Built on Payment Transactions
Banking Fintech Startups News

New Startup Launches World’s First Communication Channel Built on Payment Transactions

PR Newswire
by PR Newswire0198
Engage set to speak at Money 2020 Europe to introduce groundbreaking platform What if banking providers could remain vital to the ongoing merchant-customer relationship and help drive future transactions? Engage is the world’s first communication channel built on purchase transactions – not on PII. Banking providers facilitate the most important interaction between......
Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise
Banking News

Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise

Business Wire
by Business Wire0183
Forward Bank, a community financial institution serving Central and Northern Wisconsin, has selected Total Expert to enhance marketing activities and digital onboarding efforts and grow deeper customer relationships. By leveraging Total Expert’s purpose-built customer engagement platform, Forward Bank will proactively communicate with customers and guide them throughout their financial journey. “We are......
Personetics Announces Integration with Q2's Digital Banking Platform
Banking News

Personetics Announces Integration with Q2’s Digital Banking Platform

Business Wire
by Business Wire0204
Rockland Trust Bank plans to deploy Personetics through Q2’s Digital Banking Platform to build deeper customer relationships through data-driven personalization Personetics, the global leader in financial data-driven personalized customer engagement, announced its integration with Q2’s Digital Banking Platform, via the Q2 Partner Accelerator Program. Q2 Holdings, Inc. is a leading provider......
Liberty Home Mortgage Selects Total Expert to Increase Lead Conversion Rate and Drive Marketing Efficiency
Mortgage News

Liberty Home Mortgage Selects Total Expert to Increase Lead Conversion Rate and Drive Marketing Efficiency

Business Wire
by Business Wire0192
Liberty Home Mortgage, a growing mortgage lender with loan officers across the country, has partnered with Total Expert to accelerate deal flow, drive efficient marketing activities, and create comprehensive customer profiles to inform hyper-personalized messaging and products. Liberty Home Mortgage joins a growing list of institutions tapping the power of Total Expert,......
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